Wealth Management

Through our Wealth Management business, we offer advisory services to High Net-worth Individuals, corporates and trusts. We keep a track of their investment goals and emerging opportunities to offer solutions that help them choose from a wide range of investment opportunities. Wealth management includes Private Wealth, Elite Wealth and Retail Wealth.

We believe that wealth management is more than offering just investment advice; it encompasses all aspects of a client’s financial life. We help clients manage their complex wealth planning challenges and help them benefit from the industry's most promising new ideas. The wealth management plan is tailored to the needs of the client, but has at its foundation, a set of best practices common across all our client relationships.

The Wealth Management team has highly experienced teams, supported by specialists in wealth strategies, portfolio management, client servicing and administration.

Our Services
Private Wealth

Private Wealth Management exclusively focuses on the high net-worth individuals, family offices, corporates and institutions for Wealth Management and Advisory services. We are committed to fostering long-term client relationships based on trust. Our group's capital market capabilities and Integration allow us to create tailor-made solutions through bespoke product ideas and long-term asset allocation strategy that provide our clients with unbiased investment solutions and legacy planning.

We have a robust technology platform to provide reporting, consolidated portfolio reviews and analytics across asset classes and we constantly focus on Improvising it further to meet our clients' evolving requirements.

Elite Wealth

Our aim is to grow as the sought-after finance partner, for our customers' personal finances. Going forward, we will focus on catering to all investments and insurance related needs, including exotic product variants across various asset classes through an open architecture model.

Elite Wealth focuses on retired people looking for regular Income and wealth preservation, first-generation entrepreneurs who seek to create alpha over their Investments, top executives in corporates, millennia's on their Journey to create wealth and tech-savvy professionals.

Retail Wealth

Retail wealth is involved in the distribution of financial products to retail investors through independent financial advisors and franchisees. It offers a comprehensive and user-friendly platform for providing real value to the end clients.

LeadershipTeam
Subodh_Shinkar
Mr. Subodh Shinkar
MD & CEO, Investment Advisory & Distribution
Mr. Subodh Shinkar is a Chartered Accountant and has over two decades of experience in Investment Banking and Capital Markets.
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